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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $1,939,705 |
HAMILTON LANE ADVISORS, LLC10+ years Service code 50 · EIN 23-2962336 | Direct Payment | $1,741,784 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 50 · EIN 04-3200030 | Direct Payment | $1,317,815 |
PIMCO FUNDS7 years Filed as: PIMCO Service code 50 · EIN 33-0629048 | Direct Payment | $879,119 |
Filed as: STEPSTONE GROUP REAL ESTATE HOLDING Service code 27 · EIN 38-3930662 | Advisory (Plan) | $775,934 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $648,632 |
CHEIRON5 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $575,970 |
VERUS5 years Filed as: VERUS ADVISORY, INC Service code 17 · EIN 91-1320111 | Pension Consulting | $520,000 |
RAEL & LETSON5 years Service code 11 · EIN 94-1701048 | Actuarial | $284,306 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $255,822 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $232,077-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 6.84% | 8.92%-2.1pp | 12.61%-5.8pp | 8.92%-2.1pp |
| Employer contribution / active EE | $1,180 | $9,703-87.8% | $25,149-95.3% | $9,703-87.8% |
| Participant deferral / active EE | $0 | $466-100.0% | $22-100.0% | $466-100.0% |
| Admin fee / account holder | $0 | $0 | $271,923-100.0% | - |